Baldwin Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Baldwin Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,094	Closed	-$43.3K	–	820
2024 Q1	$43.3K	Hold	2,094	–	–	﹤0.01%	387
2023 Q4	$39.4K	Hold	2,094	–	–	﹤0.01%	407
2023 Q3	$35.3K	Hold	2,094	–	–	﹤0.01%	438
2023 Q2	$36.6K	Sell	2,094 -1,695	-45%	-$28K	﹤0.01%	458
2023 Q1	$61.1K	Buy	3,789 +1,695	+81%	+$26.7K	0.01%	397
2022 Q4	$31.5K	Hold	2,094	–	–	﹤0.01%	480
2022 Q3	$30K	Hold	2,094	–	–	﹤0.01%	400
2022 Q2	$31K	Hold	2,094	–	–	﹤0.01%	419
2022 Q1	$38K	Hold	2,094	–	–	﹤0.01%	412
2021 Q4	$40K	Hold	2,094	–	–	﹤0.01%	379
2021 Q3	$36K	Hold	2,094	–	–	﹤0.01%	388
2021 Q2	$36K	Hold	2,094	–	–	﹤0.01%	395
2021 Q1	$34K	Hold	2,094	–	–	﹤0.01%	387
2020 Q4	$32K	Hold	2,094	–	–	﹤0.01%	365
2020 Q3	$28K	Hold	2,094	–	–	﹤0.01%	355
2020 Q2	$26K	Hold	2,094	–	–	﹤0.01%	360
2020 Q1	$21K	Hold	2,094	–	–	﹤0.01%	370
2019 Q4	$27K	Hold	2,094	–	–	﹤0.01%	384
2019 Q3	$25K	Hold	2,094	–	–	﹤0.01%	382
2019 Q2	$24K	Hold	2,094	–	–	﹤0.01%	381
2019 Q1	$24K	Hold	2,094	–	–	﹤0.01%	379
2018 Q4	$21K	Hold	2,094	–	–	﹤0.01%	378
2018 Q3	$24K	Hold	2,094	–	–	﹤0.01%	390
2018 Q2	$23K	Hold	2,094	–	–	﹤0.01%	391
2018 Q1	$22K	Buy	+2,094	New	+$22.8K	﹤0.01%	372

Other funds holding SCHX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baldwin Wealth Partners's SCHX Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 2,094 shares — an estimated $43.3K sold.

Baldwin Wealth Partners first reported a position in SCHX in Q1 2018 and held it in 25 quarters. The position peaked at $61.1K in Q1 2023. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

Baldwin Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,094 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $43.3K.
Baldwin Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 25 quarters.
Baldwin Wealth Partners's Schwab US Large- Cap ETF position peaked at $61.1K in Q1 2023.
1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.